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JPMorgan Chase

4,684 hedge funds and large institutions have $616B invested in JPMorgan Chase in 2025 Q3 according to their latest regulatory filings, with 185 funds opening new positions, 1,916 increasing their positions, 2,094 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

1.17% less ownership

Funds ownership: 72.19%71.03% (-1.2%)

3% less funds holding in top 10

Funds holding in top 10: 941909 (-32)

12% less call options, than puts

Call options by funds: $10.9B | Put options by funds: $12.4B

Holders
4,684
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
909
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.9B
Puts
$12.4B
Net Calls
Net Calls Change

Top Buyers

1 +$1.22B
2 +$1.04B
3 +$667M
4
Holocene Advisors
Holocene Advisors
New York
+$620M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$462M

Top Sellers

1 -$2.12B
2 -$1.91B
3 -$1.04B
4
UBS AM
UBS AM
Illinois
-$1.03B
5
Citadel Advisors
Citadel Advisors
Florida
-$721M
Name Holding Trade Value Shares
Change
Change in
Stake
PAW
3426
Plan A Wealth
Nebraska
$1.04M
CFO
3427
Collective Family Office
Pennsylvania
$1.04M
FAM
3428
Flaharty Asset Management
Florida
$1.04M
VW
3429
Vance Wealth
California
$1.04M
TWM
3430
TCFG Wealth Management
California
$1.04M
CHA
3431
Cooper/Haims Advisors
New York
$1.04M
PCFFS
3432
Pacific Center for Financial Services
California
$1.04M
WCG
3433
Weaver Consulting Group
California
$1.04M
PWM
3434
Partners Wealth Management
California
$1.04M
EPW
3435
Endeavor Private Wealth
Kansas
$1.03M
LIA
3436
LifePlan Investment Advisors
North Carolina
$1.03M
MC
3437
McCarthy & Cox
Ohio
$1.03M
AWM
3438
Ariadne Wealth Management
California
$1.03M
I2I
3439
Insight 2811 Inc
Illinois
$1.03M
PWM
3440
Prosperity Wealth Management
California
$1.03M
RWM
3441
RBA Wealth Management
California
$1.03M
WCM
3442
Washburn Capital Management
Florida
$1.02M
SLA
3443
Silver Lake Advisory
Utah
$1.02M
PCM
3444
Prelude Capital Management
New York
$1.02M
ADBIC
3445
A.D. Beadell Investment Counsel
Wisconsin
$1.02M
WFA
3446
WestHill Financial Advisors
California
$1.01M
JTWM
3447
Jackson Thornton Wealth Management
Alabama
$1.01M
SM
3448
Salzhauer Michael
$1.01M
NFC
3449
Northstar Financial Companies
Pennsylvania
$1.01M
CA
3450
Capital Advantage
California
$1.01M